Ab Sustainable Global Fund Manager Performance Evaluation
| ATECX Fund | USD 119.07 0.14 0.12% |
The fund owns a Beta (Systematic Risk) of 0.75, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Ab Sustainable's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Sustainable is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Sustainable Global are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Ab Sustainable is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | ATEC to Report Third Quarter Financial Results on October 30, 2024 - Yahoo Finance | 10/07/2024 |
| Expense Ratio Date | 31st of October 2022 | |
| Expense Ratio | 1.7800 |
ATECX |
Ab Sustainable Relative Risk vs. Return Landscape
If you would invest 11,728 in Ab Sustainable Global on September 3, 2024 and sell it today you would earn a total of 179.00 from holding Ab Sustainable Global or generate 1.53% return on investment over 90 days. Ab Sustainable Global is currently producing 0.0265% returns and takes up 0.752% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than ATECX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Sustainable Current Valuation
Fairly Valued
Today
Please note that Ab Sustainable's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab Sustainable Global owns a latest Real Value of $118.94 per share. The recent price of the fund is $119.07. We determine the value of Ab Sustainable Global from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some future date, mutual fund prices and their ongoing real values will grow together.
Since Ab Sustainable is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ATECX Mutual Fund. However, Ab Sustainable's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 119.07 | Real 118.94 | Hype 119.03 | Naive 121.08 |
The intrinsic value of Ab Sustainable's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ab Sustainable's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Ab Sustainable Global helps investors to forecast how ATECX mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ab Sustainable more accurately as focusing exclusively on Ab Sustainable's fundamentals will not take into account other important factors: Ab Sustainable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Sustainable's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Sustainable Global, and traders can use it to determine the average amount a Ab Sustainable's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0352
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ATECX |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Ab Sustainable is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ab Sustainable by adding it to a well-diversified portfolio.
Ab Sustainable Fundamentals Growth
ATECX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Sustainable, and Ab Sustainable fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on ATECX Mutual Fund performance.
| Price To Earning | 25.52 X | |||
| Price To Book | 4.30 X | |||
| Price To Sales | 3.08 X | |||
| Total Asset | 26.45 M | |||
About Ab Sustainable Performance
Evaluating Ab Sustainable's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Sustainable has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ab Sustainable has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund pursues opportunistic growth by investing in a global universe of companies whose business activities the Adviser believes position the company to benefit from certain sustainable investment themes that align with one or more of the United Nations Sustainable Development Goals . The Adviser employs a combination of top-down and bottom-up investment processes with the goal of identifying securities of companies worldwide, that fit into sustainable investment themes.Things to note about Ab Sustainable Global performance evaluation
Checking the ongoing alerts about Ab Sustainable for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Sustainable Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -2.0% | |
| Ab Sustainable Global holds about 6.27% of its assets under management (AUM) in cash |
- Analyzing Ab Sustainable's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ab Sustainable's stock is overvalued or undervalued compared to its peers.
- Examining Ab Sustainable's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ab Sustainable's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Sustainable's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Sustainable's mutual fund. These opinions can provide insight into Ab Sustainable's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in ATECX Mutual Fund
Ab Sustainable financial ratios help investors to determine whether ATECX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in ATECX with respect to the benefits of owning Ab Sustainable security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |